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Probably last ever chance as these ridiculous prices.
A derisked product aimed at the worlds biggest deficiency ( and the current Corona problem definitely won’t be helping this ). Multi billion dollar market.
And the IV equivalent , needing hospitalisation and resuscitation teams on hand re anaphylaxis , surely is going to take a massive hit in these times when every hospital bed and worker is needed elsewhere. And will be for a long time yet. We will get on top of Covid 19, but hospitals are going to be stretched for a very long time
All IMHO. DYOR ETC. Good luck holders
https://youtu.be/HAXiqSBrXyE
Very interesting, especially with regards to the massive potential in China
Corporate news
Pharma & biotech
18 March 2020
Price
55.5p
Market cap
£65m
£0.76/US$; £0.91/€
Estimated net cash (£m) at 31 December 2020
8.5
Shares in issue
116.4m
Free float
29%
Code
STX
Primary exchange
AIM
Secondary exchange
N/A
Share price performance
Business description
Shield Therapeutics is a commercial-stage pharmaceutical company. Its proprietary product, Feraccru, is approved by the EMA and FDA for the treatment of iron deficiency. Feraccru is marketed through partners Norgine, AOP Orphan and Ewopharma.
Analysts
Dr Susie Jana
+44 (0)20 3077 5700
John Priestner
+44 (0)20 3077 5700
healthcare@edisongroup.com
Edison profile page
Shield Therapeutics is a research client of Edison Investment Research Limited
Shield Therapeutics (STX) has announced a technical update to findings from the AEGIS-H2H post-marketing study, which evaluated Feraccru/Accrufer versus IV iron. The update does not affect any of the product’s marketing approvals or prescribing information and was not discovered as a consequence of any due-diligence activities related to the ongoing US licence discussions. Successfully commercialising Feraccru through partners is key to STX realising its value. Importantly, the company reported an end-FY19 cash position of £4.1m and the post-period end upfront payment of $11.4m from ASK Pharm received in January 2020 extends the cash runway into 2021. Our valuation of STX is unchanged at £344.7m or 294p/share.
https://www.edisongroup.com/publication/aegis-2-update/26377
Edison group maintain 295 target forecast after H2H RNS earlier in the week.
Basically if they had set out the pre defined success criteria for the H2H study correctly ( ie They were using the “per protocol “ population for the primary efficacy analysis, not both PP and ITT ) non of this would have happened !!!
As stated the International Council for Harmonisation of Technical Requirements for Pharmaceuticals for Human Use actually ADVISE CAUTION IN THE USE OF ITT ANALYSIS. So it’s inclusion in the pre defined success criteria wasn’t even necessary !!!
What a storm in a tea cup !!!!!!!
The company has more potential than ever The start of Zoo studios is a great piece of business. Getting your localisation competitors to to use your product. This basically incorporates Zoos major competitors ie studio based localisation companies into their technology. Cloud based localisation is disruptive technology at work. This will become industry standard. Patents in place too. This company has more potential than when it was trading last year at 160. DYORCheck out Zoos website folks if you’re unsure.
Zoo studio to be released
Zoo Dubbing to be done in more than 50 worldwide Zoo approved studios
https://www.zoodigital.com/news/zoostudio-ecosystem-nab-2019?hsCtaTracking=4fc00e60-547f-4fe1-b2d9-https://www.zoodigital.com/news/growing-a-network-of-zoo-enabled-dubbing-studios?hsCtaTracking=dffb0402-892a-4679-8628-3193b0807819%7Cba85eb24-6e78-4024-8068-97f32e37ebb1b8c6f9bf3b70%7Cad978328-e471-450a-b62a-b0cebd262597
I strongly suggest people look at Zoos website. Hardly a struggling company. Showing more potential than ever.
They are revolutionary in the MASSIVE localisation market for OTT venders..
Cloud based localisation is the way forward it seems. So many advantages over traditional ways.
Netflix tried to do localisation in house and gave up ( google this, it’s a fact).
The way people watch visual entertainment is changing. OTT providers production is massively increasing, and thus so is demand to localise the material. Zoo are at the forefront of this technology..DYOR
The recent drops are week short term private investors following the crowd and getting worried watching a slow fall. This is where investors who have done their research can take advantage. These sellers have not suddenly found a flaw in the company. Or suddenly read the profit warning 2 months ago ( where 1project was cancelled......hardly Zoos fault!). They tried to get into Zoo for a quick buck with no long term view.
Zoo to me is getting stronger and stronger. Their subtitling ticker on the website is at 300 million....36% up on H1 and hopefully the dubbing is significantly higher.
It’s hard to watch a slow fall, hence the weak small sells on low volume.
What’s harder is watching the rise after you’ve sold....and I don’t think that can be far away.